Ifp Advisors, Inc.
IFP Advisors, Inc (doing business as Independent Financial Partners or IFP) is a Tampa, Florida-based registered investment adviser and an independent broker-dealer. Founded in 2008 from the groundwork of William E. Hamm & Associates (origin 1995), IFP serves individual and institutional clients through a nationwide network of independent financial advisor representatives. The firm is structured to provide a flexible, open-architecture platform empowering financial professionals to build customized practices and serve clients according to their unique needs. As of 2024, IFP supports over 250 financial professionals, with an evolving employee base and broad advisor network. IFP is majority owned by IFP Group, LLC, itself controlled by WKW Enterprises.
Investment Strategy
IFP Advisors, Inc enables its network of independent Investment Adviser Representatives (IARs) to deliver a wide range of investment solutions shaped by each advisor’s philosophy and client needs. The platform does not restrict representatives to specific securities or custodians, enabling investment in stocks, bonds, mutual funds, ETFs, REITs, and more. Advisors typically employ fundamental analysis coupled with a fiduciary approach, and client portfolios are tailored to suit individualized goals and risk tolerance. IFP’s 'open architecture' model empowers advisors with maximum flexibility, emphasizing independence, compliant operations, and resource accessibility while ensuring regulatory oversight at the firm level.
Top Holdings
Equity Positions (3,932)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 2.53% | $88.7M | 432,458 | $155.79 | $205.17 | -$5.5M |
N NVDA | NVIDI A CORPORATION | 1.71% | $60.0M | 379,494 | $75.92 | $157.99 | +$19.0M |
S SPY | SPDR S&P | 1.52% | $53.3M | 86,255 | $520.86 | $617.85 | +$19.5M |
M MSFT | MICROSOFT CORP | 1.44% | $50.6M | 101,739 | $310.22 | $497.41 | +$11.7M |
Q QQQ | INVESCO QQQ TR | 1.42% | $49.8M | 90,336 | $399.13 | $551.64 | -$11.3M |